Axos FinancialAX
13F holders, Q4 2024 (December 31)356holders +21
40new positions
29sold out
6famous investors
$69.85avg. 13F price*
At the end of Q4 2024, 356 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 21 from Q3 2024. 40 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($579.0M), Vanguard Group Inc. ($428.2M) and State Street Corp. ($232.4M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Axos Financial Inc.
- CUSIP
- 05465C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $63.7M |
| Exits | 29 | $33.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,749,911 shares bought and 3,300,538 shares sold, net −550,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 8,289,215 | $579.0M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 6,129,602 | $428.2M |
| State Street Corp. | 0.01% | Add +4.7% | 3,327,720 | $232.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.5% | 2,579,398 | $180.2M |
| American Century Companies Inc. | 0.08% | Add +9.6% | 1,874,779 | $131.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 1,488,259 | $104.0M |
| Davis Asset Management, L.P. | 4.15% | Reduce -2.9% | 1,457,219 | $101.8M |
| Wasatch Advisors LP | 0.37% | Reduce -8.4% | 1,057,576 | $73.9M |
| Northern Trust Corp. | 0.01% | Add +4.7% | 742,837 | $51.9M |
| Morgan Stanley | 0.00% | Add +1.4% | 704,632 | $49.2M |
| Geneva Capital Management LLC | 0.85% | Reduce -1.2% | 699,900 | $48.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.9% | 677,687 | $47.3M |
| Ameriprise Financial Inc. | 0.01% | Add +8.7% | 677,546 | $47.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.3% | 671,123 | $46.9M |
| Wellington Management Group LLP | 0.01% | Reduce -20.4% | 641,251 | $44.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -13.5% | 618,545 | $43.2M |
| FMR LLC | 0.00% | Reduce -34.9% | 496,419 | $34.7M |
| Invesco Ltd. | 0.01% | Add +7.0% | 484,561 | $33.8M |
| Emerald Advisers, LLC | 1.30% | Reduce -5.2% | 479,120 | $33.5M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -3.0% | 439,734 | $30.7M |
| Boston Partners | 0.04% | New | 427,085 | $29.9M |
| Shaker Investments LLC | 12.46% | Reduce -3.1% | 426,031 | $29.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.5% | 410,881 | $28.7M |
| JPMorgan Chase & Co. | 0.00% | Add +45.8% | 410,590 | $28.7M |
| JARISLOWSKY, FRASER Ltd | 0.17% | Reduce -34.1% | 404,939 | $28.3M |
| Bragg Financial Advisors, Inc | 1.13% | Add +0.5% | 398,364 | $27.8M |
| Voloridge Investment Management, LLC | 0.09% | Reduce -18.3% | 383,655 | $26.8M |
| Emerald Mutual Fund Advisers Trust | 1.54% | Reduce -14.0% | 363,398 | $25.4M |
| Principal Financial Group Inc. | 0.01% | Add +5.4% | 337,918 | $23.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -32.1% | 289,723 | $20.2M |
| Pembroke Management, LTD | 2.25% | Add +7.7% | 258,290 | $18.0M |
| Raymond James Financial Inc. | 0.01% | — | 235,710 | $16.5M |
| Stieven Capital Advisors, L.P. | 2.93% | Reduce -17.4% | 235,659 | $16.5M |
| Two Sigma Investments, LP | 0.04% | Reduce -12.0% | 224,047 | $15.6M |
| Millennium Management | 0.01% | Reduce -31.7% | 215,241 | $15.0M |
| Ategra Capital Management, LLC | 10.09% | Add +47.9% | 214,280 | $15.0M |
| Citadel Advisors | 0.01% | Reduce -12.3% | 205,635 | $14.4M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -1.8% | 201,772 | $14.1M |
| Epoch Investment Partners, Inc. | 0.07% | Add +255.3% | 199,662 | $13.9M |
| Algert Global LLC | 0.29% | Add +9.5% | 173,634 | $12.1M |
| Rhumbline Advisers | 0.01% | Reduce -1.1% | 163,273 | $11.4M |
| State of Wisconsin Investment Board | 0.03% | Add +6.9% | 154,937 | $10.8M |
| Barclays PLC | 0.01% | Add +8.0% | 154,112 | $10.8M |
| Gator Capital Management, LLC | 4.04% | Reduce -0.1% | 153,020 | $10.7M |
| Legal & General Group Plc | 0.00% | Add +1.6% | 150,895 | $10.5M |
| Citigroup Inc. | 0.01% | Reduce -1.0% | 149,627 | $10.5M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -4.3% | 145,524 | $10.2M |
| Assenagon Asset Management S.A. | 0.02% | New | 141,004 | $9.8M |
| First Trust Advisors LP | 0.01% | Add +143.0% | 139,114 | $9.7M |
| Public Sector Pension Investment Board | 0.04% | Add +17.6% | 135,143 | $9.4M |
| Prudential Financial Inc. | 0.01% | Reduce -6.5% | 133,644 | $9.3M |
| Franklin Resources Inc. | 0.00% | Reduce -7.3% | 132,806 | $9.3M |
| Orchard Capital Management, LLC | 3.63% | Reduce -5.3% | 130,157 | $9.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -24.3% | 132,572 | $9.2M |
| UBS Group AG | 0.00% | Add +6.1% | 129,122 | $9.0M |
| AQR Capital Management | 0.01% | Add +24.0% | 126,139 | $8.8M |
| TCW Group Inc. | 0.07% | Reduce -24.9% | 122,800 | $8.6M |
| HSBC Holdings PLC | 0.01% | Add +1619.2% | 117,940 | $8.3M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -13.5% | 116,206 | $8.1M |
| Squarepoint Ops LLC | 0.02% | Add +81.4% | 112,099 | $7.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -45.3% | 109,857 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +25.5% | 109,710 | $7.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -55.7% | 108,006 | $7.5M |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 107,971 | $7.5M |
| Swiss National Bank | 0.00% | Add +0.7% | 106,400 | $7.4M |
| Royce & Associates LP | 0.07% | Reduce -10.3% | 104,951 | $7.3M |
| Kestrel Investment Management Corp. | 4.01% | No change | 104,050 | $7.3M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -25.1% | 99,301 | $6.9M |
| Deutsche Bank AG | 0.00% | Add +143.9% | 92,818 | $6.5M |
| Redwood Investments, LLC | 1.70% | Add +192.2% | 90,712 | $6.3M |
| Sei Investments Co. | 0.01% | Add +25.6% | 88,518 | $6.2M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -14.3% | 88,200 | $6.2M |
| CI Investments Inc. | 0.02% | Reduce -3.0% | 87,044 | $6.1M |
| Quantedge Capital Pte Ltd | 2.11% | Add +79.8% | 82,700 | $5.8M |
| Jane Street Group, LLC | 0.01% | Add +106.0% | 80,771 | $5.6M |
| S&T Bank | 1.72% | Reduce -12.0% | 77,060 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +14.7% | 70,916 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Add +0.8% | 70,885 | $5.0M |
| Kennedy Capital Management LLC | 0.10% | Add +10.5% | 66,383 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.4% | 64,672 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.8% | 60,428 | $4.2M |
| Renaissance Group LLC | 0.15% | Add +11.3% | 51,760 | $3.6M |
| New Age Alpha Advisors, LLC | 0.15% | New | 51,623 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -78.7% | 50,713 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 50,641 | $3.5M |
| Janus Henderson Group PLC | 0.00% | Add +0.8% | 50,399 | $3.5M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +19.0% | 49,958 | $3.5M |
| ExodusPoint Capital Management, LP | 0.04% | New | 49,753 | $3.5M |
| Edgestream Partners, L.P. | 0.15% | Reduce -52.7% | 49,465 | $3.5M |
| HRT Financial LP | 0.02% | New | 48,418 | $3.4M |
| Van Eck Associates Corp. | 0.00% | New | 47,951 | $3.3M |
| Trexquant Investment LP | 0.04% | Add +152.2% | 43,888 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.9% | 43,445 | $3.0M |
| New York State Teachers Retirement System | 0.01% | Add +0.7% | 43,126 | $3.0M |
| Two Sigma Advisers, LP | 0.01% | Add +55.9% | 41,816 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.1% | 41,500 | $2.9M |
| Focus Partners Wealth | 0.01% | Reduce -1.4% | 40,735 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +31.4% | 40,727 | $2.8M |
| Connors Investor Services Inc. | 0.26% | Reduce -1.3% | 40,246 | $2.8M |
| Twinbeech Capital LP | 0.05% | Add +1107.5% | 39,932 | $2.8M |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.